LITE vs TRV

Comparison between Lumentum Holdings Inc (LITE, Company) and Travelers Companies Inc (TRV, Company).

LITE is from the Technology sector, while TRV is from the Financial Services sector.

5-Year PerformanceLITE has outperformed TRV, delivering a return of +60.1% compared to +15.9%

LITE vs TRV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LITE(COMPANY)	TRV(COMPANY)
Market Cap	$65B	$64B
Max Drawdown	66.89%	57.08%
Sharpe Ratio	3.17	0.57
5Y Beta	2.48	0.39
Industry	Communication Equipment	Insurance - Property & Casualty
P/E Ratio	145.03	8.65
Forward P/E	59.52	10.71
PEG Ratio	0.63	0.10
Dividend Yield	N/A	1.50%
5Y Dividends CAGR	N/A	9.90%
5Y EPS CAGR	4.88%	25.35%
Debt to Equity	110.37%	0.00%
Free Cash Flow Yield	0.18%	17.95%
P/S Ratio	28.05	1.30
P/B Ratio	23.61	1.99

Market Cap

Winner

LITE

$65B

TRV

$64B

Max Drawdown

LITE

66.89%

Winner

TRV

57.08%

Sharpe Ratio

Winner

LITE

3.17

TRV

0.57

5Y Beta

LITE

2.48

Winner

TRV

0.39

Industry

LITE

Communication Equipment

TRV

Insurance - Property & Casualty

P/E Ratio

LITE

145.03

Winner

TRV

8.65

Forward P/E

LITE

59.52

Winner

TRV

10.71

PEG Ratio

LITE

0.63

Winner

TRV

0.10

Dividend Yield

LITE

N/A

TRV

1.50%

5Y Dividends CAGR

LITE

N/A

TRV

9.90%

5Y EPS CAGR

LITE

4.88%

Winner

TRV

25.35%

Debt to Equity

LITE

110.37%

Winner

TRV

0.00%

Free Cash Flow Yield

LITE

0.18%

Winner

TRV

17.95%

P/S Ratio

LITE

28.05

Winner

TRV

1.30

P/B Ratio

LITE

23.61

Winner

TRV

1.99

LITE vs TRV - Historical Returns

Returns include dividend reinvestment.

Period	LITE	TRV
1 month	-13.16%	+0.63%
3 months	+32.70%	-0.75%
6 months	+160.60%	+8.78%
1 year	+957.89%	+13.67%
5 years(CAGR)	+60.13%	+15.90%
10 years(CAGR)	+42.47%	+12.68%
Max(CAGR)	+40.82%	+11.59%

LITE

-13.16%

Winner

TRV

+0.63%

Winner

LITE

+32.70%

TRV

-0.75%

Winner

LITE

+160.60%

TRV

+8.78%

Winner

LITE

+957.89%

TRV

+13.67%

5Y(CAGR)

Winner

LITE

+60.13%

TRV

+15.90%

10Y(CAGR)

Winner

LITE

+42.47%

TRV

+12.68%

Max(CAGR)

Winner

LITE

+40.82%

TRV

+11.59%

LITE vs TRV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LITE	TRV
2026	+123.68%	+6.72%
2025	+330.60%	+22.38%
2024	+61.32%	+28.14%
2023	-0.61%	+4.14%
2022	-51.30%	+22.95%
2021	+9.36%	+17.94%
2020	+14.63%	+4.93%
2019	+86.19%	+19.38%
2018	-16.23%	-7.14%
2017	+31.10%	+14.79%
2016	+73.09%	+13.87%
2015	+4.11%	+9.52%
2014	N/A	+21.22%
2013	N/A	+27.23%
2012	N/A	+25.19%
2011	N/A	+9.04%
2010	N/A	+14.92%
2009	N/A	+13.46%
2008	N/A	-11.39%
2007	N/A	+2.64%
2006	N/A	+19.37%
2005	N/A	+22.61%
2004	N/A	-3.02%
2003	N/A	+16.69%
2002	N/A	-19.40%
2001	N/A	-12.21%
2000	N/A	+69.04%
1999	N/A	+7.35%

LITE vs TRV Drawdown Comparison

The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.

The maximum drawdown for TRV was -55.14%, occurring on Jul 25, 2002. Recovery took 1461 trading sessions.

The current LITE drawdown is -17.99%. The current TRV drawdown is -2.46%.

Rank	LITE	TRV
#1	-66.89% Jan 12, 2021 - Jul 29, 2025	-55.14% Dec 8, 2000 - Oct 4, 2006
#2	-48.77% Mar 14, 2018 - Nov 27, 2019	-46.25% Jul 15, 2019 - Feb 23, 2021
#3	-37.31% Jul 24, 2017 - Mar 9, 2018	-44.32% May 11, 2007 - Nov 9, 2009
#4	-34.14% Aug 18, 2015 - Dec 16, 2015	-39.21% Nov 5, 1999 - Apr 28, 2000
#5	-33.07% Feb 12, 2020 - Aug 3, 2020	-25.84% May 3, 2011 - Apr 20, 2012
#6	-28.70% Mar 2, 2026 - Mar 24, 2026	-23.15% Feb 1, 2018 - May 14, 2019
#7	-26.49% Aug 4, 2020 - Dec 22, 2020	-18.90% Mar 25, 2022 - Nov 22, 2022
#8	-24.49% Oct 10, 2016 - Feb 8, 2017	-17.15% Jan 13, 2023 - Dec 29, 2023
#9	-21.85% Mar 28, 2017 - May 16, 2017	-12.76% Jun 2, 2000 - Jul 25, 2000
#10	-20.94% Apr 8, 2016 - Jul 22, 2016	-12.65% Sep 28, 2000 - Oct 30, 2000
#11	-18.81% May 11, 2026 - May 29, 2026	-12.47% Nov 27, 2024 - Mar 17, 2025
#12	-18.41% Jan 6, 2026 - Feb 2, 2026	-12.34% Mar 29, 2010 - Oct 18, 2010
#13	-18.35% Mar 24, 2026 - Apr 2, 2026	-12.14% Apr 5, 2024 - Sep 4, 2024
#14	-17.98% Feb 21, 2017 - Mar 24, 2017	-11.84% Mar 20, 2015 - Oct 20, 2015
#15	-16.62% Dec 30, 2015 - Feb 5, 2016	-11.81% Mar 17, 2025 - May 2, 2025